Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810B
AUM Growth
+$67.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,536
New
Increased
Reduced
Closed

Top Buys

1
+$4.74B
2
+$1.3B
3
+$1.14B
4
DASH icon
DoorDash
DASH
+$1.02B
5
U icon
Unity
U
+$988M

Top Sells

1
+$1.99B
2
+$1.42B
3
+$1.08B
4
MSFT icon
Microsoft
MSFT
+$767M
5
DOCU icon
DocuSign
DOCU
+$663M

Sector Composition

1 Technology 20.67%
2 Healthcare 9.55%
3 Financials 9.17%
4 Consumer Discretionary 8.7%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$817M 0.1%
8,120,691
+2,696,841
202
$815M 0.1%
5,499,905
-109,265
203
$809M 0.1%
12,205,100
+416,800
204
$809M 0.1%
4,845,944
+1,034,035
205
$806M 0.1%
5,123,494
-438,986
206
$798M 0.1%
2,043,670
+51,412
207
$795M 0.1%
5,459,588
+328,474
208
$791M 0.1%
1,677,067
+53,685
209
$789M 0.1%
1,701,141
+51,202
210
$783M 0.1%
7,316,197
+194,579
211
$767M 0.09%
6,947,947
+515,778
212
$765M 0.09%
4,276,709
+268,549
213
$752M 0.09%
12,828,792
+585,271
214
$749M 0.09%
15,741,702
+322,380
215
$743M 0.09%
10,826,803
+167,962
216
$742M 0.09%
3,628,672
+253,840
217
$740M 0.09%
6,382,109
+1,190,860
218
$733M 0.09%
4,238,992
+194,484
219
$724M 0.09%
34,881,594
+7,292,350
220
$724M 0.09%
4,858,797
-1,216,315
221
$723M 0.09%
11,328,159
-3,620,076
222
$723M 0.09%
9,375,338
+924,999
223
$718M 0.09%
7,462,224
+178,927
224
$710M 0.09%
7,984,846
+473,494
225
$702M 0.09%
5,725,563
+44,709
7 8
9
10 11